IN & SUSANNA H VAN NUYS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- IN & SUSANNA H VAN NUYS FOUNDATION (EIN 95-6006019)
- Tax period
- 2024-06-01 to 2025-05-31
- Filed
- 2025-09-04
- IRS object ID
- 202532479349100718
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-04T13:06:41-05:00 | ReturnTs |
| Tax Period End | 2025-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11444 w OLYMPIC BLVD 11TH FLR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956006019 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IN & SUSANNA H VAN NUYS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DORIS KARBAJ | InCareOfNm |
| Business Name Control | IN&S | BusinessNameControlTxt |
| Phone | 3108886323 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11444 W OLYMPIC BLVD 11TH FLOOR | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIBETH BORTHWICK | PersonNm |
| Person Title | Co-Trustee | PersonTitleTxt |
| Phone | 3104591124 | PhoneNum |
| Signature | 2025-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL S DREYER | PreparerPersonNm |
| PTIN | P00002084 | PTIN |
| Phone | 3105661900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,976,778 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $887,442 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $887,442 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $887,442 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $887,442 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,459 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,729 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $13,728 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $135,010 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $135,010 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,900 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $750 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $173,119 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $151,739 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,478 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $905,820 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $905,820 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,078,939 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $151,739 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $923,298 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$191,497 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $735,703 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $254,724 | CashBOYAmt |
| Cash EOY | $212,208 | CashEOYAmt |
| Cash EOYFMV | $212,208 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,324,498 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,252,261 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,273,399 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $257,320 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $255,903 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $239,875 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,063,914 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,013,769 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,715,973 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,525,479 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,509,808 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,535,323 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $10,425,935 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,243,949 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,976,778 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,425,935 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,243,949 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,425,935 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,243,949 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,425,935 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,243,949 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,425,935 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$191,497 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,511 | OtherIncreasesAmt |
| Subtotal | $10,243,949 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,243,949 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,226 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,226 | SubtotalAmt |
| Tax Based On Investment Income | $10,226 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,018 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $13,018 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,792 | OverpaymentAmt |
| Applied To ES Tax | $2,792 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORIS KARBAJ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3108886300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15260 VENTURA BLVD 16TH FLOOR | AddressLine1Txt |
| City | SHERMAN OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARIBETH BORTHWICK | ||||||||
| 1056 AMALFI DR | PACIFIC PALISADES | CA | 90272 | CO-TRUSTEE | 2.0 | $3,000 | $0 | $0 |
| BRUCE PHERSON JR | ||||||||
| 260 LORING AVE | LOS ANGELES | CA | 90024 | CO-TRUSTEE | 2.0 | $3,000 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY NATIONAL BANK NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 S FLOWER STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT | ServiceTypeTxt |
| Compensation | $135,010 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,045,494 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,538,420 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,583,914 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,583,914 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $398,759 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,185,155 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,309,258 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,309,258 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,226 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,226 | TotalTaxAmt |
| Distributable Before Adj | $1,299,032 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,299,032 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,299,032 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $923,298 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $923,298 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,299,032 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $955,251 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $923,298 | QualifyingDistributionsAmt |
| Applied To Year1 | $923,298 | AppliedToYear1Amt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Taxable2 | $31,953 | Taxable2Amt |
| Undistributed Income CY | $1,299,032 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| MC 105-40 | PASADENA | CA | 91125 | UNRELATED | PC | GENERAL SUPPORT | $39,725 |
| CHILDREN'S HOSPITAL OF LOS ANGELES | |||||||
| 4650 SUNSET BOULEVARD MS 29 | LOS ANGELES | CA | 90027 | UNRELATED | PC | GENERAL SUPPORT | $47,669 |
| THE HUNTINGTON LIBRARY ART COLLECTIONS & BOTANIC | |||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | UNRELATED | PC | GENERAL SUPPORT | $15,889 |
| LOS ANGELES COUNTY MUSEUM OF ART | |||||||
| 5905 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | UNRELATED | PC | GENERAL SUPPORT | $7,945 |
| LOS ANGELES COUNTY MUSEUM OF NATURAL HISTORY | |||||||
| 900 EXPOSITION BOULEVARD | LOS ANGELES | CA | 90007 | UNRELATED | PC | GENERAL SUPPORT | $7,945 |
| ST JOHN'S EPISCOPAL CHURCH | |||||||
| 514 WEST ADAMS BOULEVARD | LOS ANGELES | CA | 90007 | UNRELATED | PC | GENERAL SUPPORT | $500 |
| WELLESLEY COLLEGE | |||||||
| 106 CENTRAL STREET | WELLESLEY | MA | 021818201 | UNRELATED | PC | GENERAL SUPPORT | $79,449 |
| Phillips Academy | |||||||
| 3404 W 1st Street | Los Angeles | CA | 90004 | UNRELATED | PC | General Support | $20,000 |
| EPISCOPAL HOME COMMUNITIES | |||||||
| 605 E HUNTINGTON DR SUITE 207 | MONROVIA | CA | 91016 | UNRELATED | PC | GENERAL SUPPORT | $20,000 |
| VIEWPOINT SCHOOL | |||||||
| 23620 MULHOLLAND HWY | CALABASAS | CA | 91302 | UNRELATED | PC | GENERAL SUPPORT | $50,000 |
| MARLBOROUGH SCHOOL | |||||||
| 250 S ROSSMORE AVE | LOS ANGELES | CA | 90004 | UNRELATED | PC | GENERAL SUPPORT | $50,000 |
| PIH HEALTH FOUNDATION | |||||||
| 7612 GREENLEAF AVE | WHITTIER | CA | 90602 | UNRELATED | PC | GENERAL SUPPORT | $397,247 |
| ST MATTHEW'S MUSIC GUILD | |||||||
| 1031 BIENVENEDA AVE | PACIFIC PALISADES | CA | 90272 | UNRELATED | PC | (1) DESCRIPTION: 1,225 SHARES OF INTEL CORPORATION (2) BOOK VALUE: $24,500 (3) METHOD USED TO DETERMINE BOOK VALUE: STOCK PRICE (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK PRICE (5) DATE OF THE GIFT: 03/24/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT | $29,719 |
| COMMUNITY PARTNERS FOR READY SET READ | |||||||
| 1000 N ALAMEDA STREET SUITE 240 | LOS ANGELES | CA | 90012 | UNRELATED | PC | (1) DESCRIPTION: 1,022 SHARES OF INTEL CORPORATION (2) BOOK VALUE: $20,440 (3) METHOD USED TO DETERMINE BOOK VALUE: STOCK PRICE (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK PRICE (5) DATE OF THE GIFT: 03/26/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT | $24,732 |
| PACIFIC CLINICS | |||||||
| 3881 S WESTERN AVE | LOS ANGELES | CA | 90062 | UNRELATED | PC | GENERAL SUPPORT | $20,000 |
| ANDERSON MUNGER FAMILY YMCA | |||||||
| 4301 W 3RD STREET | LOS ANGELES | CA | 90020 | UNRELATED | PC | GENERAL SUPPORT | $50,000 |
| ACCESS BOOKS | |||||||
| PO BOX 64951 | LOS ANGELES | CA | 90064 | UNRELATED | PC | GENERAL SUPPORT | $25,000 |
| Hollenbeck Palms | |||||||
| 573 South Boyle Avenue | Los Angeles | CA | 90033 | Unrelated | PC | General Support | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $905,820 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $887,442 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $887,442 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $887,442 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $27,459 | Amt |
| Net Investment Income | $13,729 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,728 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SELF-DEALING (IRC SECTION 4941) - COMPENSATION OR PAID/REIMBURSED EXPENSES | IdentifierTxt |
| Form And Line Reference | SELF-DEALING (IRC SECTION 4941) - COMPENSATION OR PAID/REIMBURSED EXPENSES | FormAndLineReferenceDesc |
| Medium Explanation | TWO TRUSTEES WERE PAID $3,000 EACH IN TRUSTEE FEES. THE SERVICES ARE REASONABLE AND NECESSARY TO CARRY OUT THE EXEMPT PURPOSE OF THE FOUNDATION. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (15 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTL. BUSINESS MACHINES CORP. | $243,750 | $263,025 |
| FLEET FINANCIAL GROUP INC. | $254,550 | $264,560 |
| ALCOA, INC. | $250,732 | $255,732 |
| LOEWS CORP. | $245,258 | $268,513 |
| SUNTRUST BANKS | $250,657 | $251,815 |
| HSBC BANK USA | $250,000 | $259,508 |
| KINDER MORGAN ENERGY | $263,630 | $252,695 |
| AMERICAN EXPRESS CO | $253,225 | $249,722 |
| CVS HEALTH CORP | $263,920 | $257,913 |
| ENERGY TRANSFER PARTNERS | $234,295 | $212,520 |
| CITIGROUP INC | $254,171 | $250,457 |
| DOW CHEMICAL CO/THE | $17,220 | $16,923 |
| VERIZON COMMUNICATIONS INC | $211,796 | $210,715 |
| GOLDMAN SACHS GROUP INC | $269,609 | $268,900 |
| MORGAN STANLEY | $246,995 | $252,325 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VERIZON COMMUNICATIONS | $93,755 | $527,520 |
| AT&T | $176,705 | $700,699 |
| PFIZER INCORPORATED | $54,788 | $469,800 |
| EXXON MOBIL CORPORATION | $22,332 | $1,023,000 |
| KIMBERLY CLARK CORPORATION | $30,186 | $1,437,600 |
| 3M CO | $69,043 | $1,260,975 |
| JOHNSON & JOHNSON | $175,350 | $543,235 |
| SOUTHERN COMPANY | $349,560 | $1,080,000 |
| ALTRIA GROUP INCORPORATED | $5,402 | $909,150 |
| PHILIP MORRIS INTERNATIONAL | $12,310 | $2,708,850 |
| S&P GLOBAL INC | $72,464 | $1,795,010 |
| INTEL CORP. | $315,060 | $307,971 |
| IBM | $178,388 | $388,590 |
| APPLE INC. | $340,706 | $3,213,600 |
| WELLTOWER INC REIT | $451,531 | $1,234,240 |
| JP MORGAN CHASE & CO. | $367,239 | $1,848,000 |
| MERCK & CO. INC. | $258,960 | $484,092 |
| CISCO | $172,013 | $472,800 |
| DOW INC | $109,583 | $142,251 |
| INTERNATIONAL PAPER CO | $564,206 | $573,720 |
| DUKE ENERGY CORP | $531,210 | $706,320 |
| CHEVRON CORPORATION | $662,978 | $888,550 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $255,903 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $239,875 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIABILITY COVERAGE FOR TTEES | Desc |
| Revenue And Expenses Per Books | $750 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE OF DONATED STOCK | Desc |
| Amt | $9,511 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $135,010 | Amt |
| Net Investment Income | $135,010 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL TAXES | $3,700 |
| REGISTRY OF CHARITABLE TRUSTS | $200 |